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Set up tax types

Updated over a week ago

You can view and manage Tax Types from:

Configuration β†’ Tax Types

Overview

This screen is used to define tax types only.

The actual tax rates are set at the location level.

To configure tax rates, go to:

Locations β†’ View/Edit Location β†’ Tax Rates


Tax Types Grid

The grid displays a list of all available Tax Types with their names.


Create a Tax Type

To create a new tax type:

  1. Click Create Tax Type

  2. Enter a name (required), for example:

    • State Tax

    • GST

  3. In Applicable to product types, select which product types the tax applies to

    • Use the checkboxes to select one, multiple, or none


If No Product Types Exist

If no product types have been defined:

  • Save the new tax type

  • Go to the Product Types tab

  • Create your product types

  • Map them to the appropriate tax types from there

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